Add Contact
How to add a Contact in Caspen?
Last updated
How to add a Contact in Caspen?
Last updated
Go to Contacts -> + Add Contact (https://app.caspen.com/contacts)
Add new contacts to facilitate the sending of invoices, as well as to assign cases and manage medical correspondence.
There are 4 different types of contacts:
Standard - Usually, it is a contact associated with a client (parent, guardian).
Doctor - Usually a referring GP or a specialist
3rd Party Payer - A funding body or Insurance paying for the service (NDIA, DVA).
Plan Manager - The support coordinator who monitors and manages client funds.
